SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,530 | -1.4% | 91,890 | +0.1% | 1.72% | -4.0% |
| Q1 2024 | $3,581 | +23.9% | 91,779 | +17.4% | 1.79% | +10.2% |
| Q4 2023 | $2,890 | +18.5% | 78,185 | +8.9% | 1.63% | +0.6% |
| Q3 2023 | $2,439 | -1.0% | 71,828 | +4.0% | 1.62% | +1.3% |
| Q2 2023 | $2,463 | +16.1% | 69,083 | +13.4% | 1.60% | +8.8% |
| Q1 2023 | $2,121 | +6.9% | 60,946 | -1.1% | 1.47% | -2.8% |
| Q4 2022 | $1,984 | -99.9% | 61,609 | +21.1% | 1.51% | +31.4% |
| Q3 2022 | $1,431,000 | +13.5% | 50,873 | +26.9% | 1.15% | -0.8% |
| Q2 2022 | $1,261,000 | +84.9% | 40,087 | +115.8% | 1.16% | +109.8% |
| Q1 2022 | $682,000 | -5.5% | 18,573 | +0.0% | 0.55% | -8.1% |
| Q4 2021 | $722,000 | – | 18,566 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |